13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
FCOR

FIDELITY MERRIMACK STR TR

74 institutions still hold FIDELITY MERRIMACK STR TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316188101·74 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.7%
vs prior quarter
13F value held
$112M
55.0% inst. owned
of float
Holders
74
-47 QoQ
filers reporting
Activity
+89 / −25
+939 added · −712 reduced
this quarter
Concentration
15.07%
Kestra Advisory Services, LLC #1
top holder share
AI Holders Summary · Q1 2026

74 institutions reported FCOR in Q1 2026. Kestra Advisory Services, LLC leads at 15.1% of the visible book. -47 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Kestra Advisory Services, LLC
CIK 0001830819
$17M358K0.06%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$12M246K0.00%Q1 202603
Cetera Investment Advisers
CIK 0001666741
$11M236K0.01%Q1 202604
OneDigital Investment Advisors LLC
CIK 0001690370
$11M224K0.10%Q1 202605
Jaffetilchin Investment Partners, LLC
CIK 0001404652
$9M193K0.54%Q1 202606
Salus Financial Advisors, LLC
CIK 0002056601
$7M158K4.33%Q1 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M132K0.01%Q1 202608
One Capital Management, LLC
CIK 0001606588
$5M114K0.15%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M99K0.00%Q1 202610
Lakeshore Capital Group, Inc.
CIK 0002057465
$4M86K3.30%Q1 202611
MORGAN STANLEY
CIK 0000895421
$4M86K0.00%Q1 202612
LPL Financial LLC
CIK 0001403438
$3M73K0.00%Q1 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M60K0.00%Q1 202614
JPMORGAN CHASE & CO
CIK 0000019617
$3M55K0.00%Q1 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M54K0.00%Q1 202616
Millington Financial Advisors, LLC
CIK 0001924615
$2M48K0.95%Q1 202617
ARWA LLC
CIK 0002113621
$2M42K0.99%Q1 202618
ISLAY CAPITAL MANAGEMENT, LLC
CIK 0001738560
$2M40K0.95%Q1 202619
Valmark Advisers, Inc.
CIK 0001380443
$2M38K0.02%Q1 202620
Stratos Wealth Partners, LTD.
CIK 0001612865
$1M31K0.02%Q1 2026
Page 1 of 4
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